Cold Calling Etiquette! Be The Master!

As a sales professional, you know that finding prospects and developing your leads is crucial.  You are probably doing in-person cold calls and continuously honing your skills to increase your effectiveness.  You also know survival would be difficult without the tool we call the telephone, as much of your prospecting is done on the phone.

It cannot hurt to discuss some basic cold calling etiquette for in person as well as phone solicitation.  Many of you veteran’s know this and practice it, yet a review for others can’t hurt.

In-Person Solicitation/Cold Call

As a sales professional I cold-called and that probably lead to me being a manager who also accepted cold call solicitations.  I will admit to giving almost all sales professionals a chance to make their pitch.  As I moved higher in the organization the sales pros were not always as lucky when they got my executive assistant as her patience with sales “nubees” as well as long-termers was short.  When they did get past her and to me, it was because she gave them her consent.

We had reps approach us who were unkempt, unprepared, and unprofessional.  Did I waste time by talking to them?  The answer is yes, and sometimes it was painful.  I also had a chance to witness some good sales practices from true professionals who knew the importance of their appearance as well as how to deliver their message quickly and effectively.

The short list that follows is more from a person who was solicited than one who was responsible for the employment of sales professionals.  It is a different view, and I think valuable for those with just the sales perspective.

I will throw out a few simple etiquette points for the in-person cold call that you should always consider:

  • Be prepared - Always know what you want to say.  Respect the prospect’s time.
  • Know your prospect’s name – Know the correct pronunciation and by the end of the call, the correct spelling.  When someone cannot get your name right it makes you wonder.
  • Check your appearance – You only get one chance for a first impression.  Have a mirror in the car or your brief case, and use it.
  • Be fresh – It goes without saying that gum or mints always help.  Remember, as the day goes on, you need to make sure that you are on top of your game.  Of course chew the gum before the call, not during the call.
  • Remember the end game – You want some information as well as an appointment.  A short informative call is what a buyer wants, while you want information.

It is also important to remember these important tips as they can get on the nerves of any potential customer:

  • Your prospect’s washroom is not for you. When cold calling/prospecting, get your relief the same place that you get your coffee.
  • Do not smoke on your customer’s premises, not even in the parking lot in your car.  This is not the place to satisfy your habits.
  • Turn off your cell phone while you are there. This is personal interface etiquette which you must practice.

The Phone – The Ultimate Sales Tool

The phone is an enabler, and even more important is the fact that it is totally acceptable to use it as a prospecting tool.  When I began selling many years ago, the phone was just barely acceptable for cold calling.  Most prospecting was done in-person, and it was very time consuming.  In the early ‘80s, it became acceptable to solicit and that was a renaissance as it not only saved time but allowed some “racial anonymity” to start the process.

There is established etiquette for using the phone as a prospecting tool.  The best sales professionals observe the etiquette and maintain their professional standing.

Here are a few of the more important items:

Phone solicitation:

  • Be conscious of the prospect’s time – short and to the point.
  • Have your phone voice ready – be warmed up.  Know one wants to hear you clearing your throat at 9:00 in the morning.
  • Have a brief but inclusive statement (sales pitch) to start your call
  • Avoid the ‘tricks’ such as telling assistants that you are an acquaintance if you are not.  You will lose in the end.
  • Avoid the speakerphone for cold calling – use a headset if you need both hands for notes and otherwise.
  • Don’t shuffle papers, tap pencils, or create unnecessary background noise.

Voice mail Etiquette:

  • Short messages only – keep it to 35-45 seconds max.
  • Talk slowly and clearly – spell words such as names or product names if necessary.
  • Leave your number at the beginning of the message and at the end of your message – no exec will go back to the beginning to get the number if they are interested.
  • Again, no background noise – no Judge Judy or soap operas in the background!
  • Clear concise message – plan it well and deliver.

The phone is an equalizer if used correctly as it reduces the opportunity for fair and equitable treatment for this first ‘touch’.  There is more to it than picking it up and dialing; there is planning and practice to do.  You can work magic with a solid script and practice.

If you have read Black Sales Journal before, you probably know how I feel about practice/role playing.  You should work at it until your comfort level is obvious.

Try it and you will realize that you will learn from each call.

Your comments are welcome.  Write me at michael.parker@blacksalesjournal.com.

What Is The Content Of Your Sales Character?

The date which we celebrate the Rev. Dr. Martin Luther King’s birthday is upon us.   Dr.  King talked of character, and I discuss a professional’s sales character  in this post.  Character is important, and it is what you will be judged by in your professional career.  It is the basis of a meaningful relationships.

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Rev. Dr. Martin Luther King spoke eloquently regarding the future saying:

“…I have a dream that my four little children will one day live in a nation where they will not be judged by the color of their skin but by the content of their character.”

Rev. Dr. Martin Luther King 8/28/1963

This speech delivered by this iconic individual symbolizes that there will be a day when skin color and race are not used as determinants of a ‘man’, but strength of mind, morality, independence, individuality, and other qualitative factors would be the measure used for judgment.

Obviously we are not there yet, or there would be no need for Black Sales Journal.  Progress has been made no doubt, yet there is still significant work to do.

Black Sales professionals have a lot to offer, and I will quickly define what I will call “sales character” which makes a real difference in professionals.  When you examine sales character, you are looking at some qualities that make a real difference in any sales professional.

The Attributes

I would describe these characteristics or attributes as those that greatly contribute to the content of one’s sales character:

  • Ethical
  • Mentally Tough
  • Persistent
  • Responsive
  • Innovative
  • Humility

There are probably more that qualify; yet these are high on the list.

Ethical – Solid ethics are important in everything, but extremely important in sales, where trust and honesty have high relative importance.  I went in depth on this subject in Black Sales Journal 12/1/2011- Are You Ethical?

Mentally Tough– Strength and toughness are qualities that make up the sales persona of any true professional.  It is so important in this ‘lonely’ profession that if you don’t have it, you should consider another professiona.  Rejection, most of which is not personal, abounds, and this requires a business stubbornness that is somewhat unique to this profession.  Visit Black Sales Journal 12/29 Mental Toughness – Asset For the Black Sales Professional for a review of this valuable topic.

Persistent – Persistence is a trait that makes the sales professional special.  Prospecting activities that bear no fruit are an obstacle to many.  The persistent sales professional who makes 24 calls knows that the 25th may result in an appointment, and also knows that the 26th may bear fruit as he knows his or her metrics and success ratio with making appointments.  I worked at a place once that had a monetary Persistency Bonus for those who kept pushing and pushing.

Responsive – You are responsive because you have customers and an employer who depend on you.  Customers have needs and expectations and deserve a sales professional who can make them a priority.  The employer counts on the sales professional for more than just sales, as service and territory coverage are important as well.  A great reference would be BSJ 6/16 Responsiveness – The Objective of the Sales Professional.

Innovative – The ability to come up with solutions that work in real time is what innovation gives.  Sales professionals also suggest changes in product and process that benefit the customers.

Humility – This one is tough for many sales professionals whose confidence level and sense of being the integral cog overshadows all else.  Being able to credit an associate or sales team is a must.  It is difficult for many professionals even though it should not be.  An associate who dances on the desk after a significant sale does not get it!  Spend that time crediting your associates and act like you have been in the end-zone before.

Real Life

Real life gives you things that you can’t even make up.  Truth be told, it can also give you characters could be on the silver screen.

I gave this example in Black Sales Journal, in Are you Ethical? The Question for All (12/1/2011).  This section was entitled “Even When No One Is Looking!”

I was once riding in a company vehicle with a sales rep and the customer to a business lunch in the Chicago area.  We were coming to a toll both and the rep reached into a bag and grabs a coin, which he deposited in the automatic toll basket and we were allowed to proceed.  At that time the toll was 25 cents.  On the way back from the successful lunch, he did the same.  As he did it, I looked at the bag, which must have had 200 or more coins and inquired as to how he got that many quarters.  He indicated that they were not quarters, but after a recent trip to Mexico he had a bag of centavos that were essentially worthless here.

Remember, this is in front of the customer.  Our customer heard him admit to using worthless foreign coins in the toll basket.  If you were the customer, how would you feel about this reps credibility?  What would you think about the organization that you were doing business with as you witnessed him doing it in front of his manager?

We had to terminate the rep (I refuse to call him a sales professional).  Let’s look at it from an employer’s view.  This unethical individual did the following:

  • Sullied his image and the organization’s image in front of the customer creating doubt as to our ethics and credibility
  • Engaged in a civil wrong which might have carried criminal penalties as well
  • Committed expense fraud as he also received reimbursement for fraudulent expenses

I contacted the customer as I introduced the new sales rep.  I apologized for the fact that our representative did what he did, and explained that I had someone who was solid who would take care of him.  The customer said the following to me, “I really wondered about what organization would allow its employee to cheat like that.  I liked [him] but realized that I did not know him well enough to trust him.”  The customer was watching my response as much as he was watching the actions of the rep.

Summary

I know there are other traits and characteristics, yet these are truly important.  I say we all will be judged by the “content of character” as sales professionals at some point.  Our customer’s and our employer’s notice our character.

Be the best!

Your comments are welcome.  Write me at michael.parker@blacksalesjournal.com.